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36 results for Director Of Finance in Santa Rosa, CA

Director of Finance
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 170000 - 190000 USD / Yearly
  • <p>A mission-driven, growth-oriented organization in the healthcare services sector is seeking a <strong>Director of Finance</strong> to lead strategic pricing and revenue optimization initiatives across a diverse portfolio of service lines. This role serves as a key partner to executive leadership, helping drive financial performance, growth strategy, and long-term sustainability.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Director of Finance will lead corporate pricing and financial strategy efforts, focusing on revenue optimization, margin improvement, and data-driven decision support. This individual will collaborate cross-functionally with executive leadership, business development, and FP&amp;A to evaluate market opportunities, support contract strategy, and guide key financial decisions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead development and execution of pricing strategies across multiple service lines</li><li>Build and maintain complex financial models to support rate setting, contract negotiations, and business expansion</li><li>Partner with business development to evaluate new opportunities, RFPs, and market expansion initiatives</li><li>Analyze financial performance, market trends, and competitive positioning to inform strategic decisions</li><li>Present actionable insights and recommendations to executive leadership (CFO, FP&amp;A, and senior leadership team)</li><li>Drive initiatives that improve revenue growth, profitability, and operational efficiency</li><li>Manage and mentor a small team, fostering a high-performance finance function</li><li>Ensure compliance with applicable financial and regulatory requirements</li></ul>
  • 2026-06-08T00:00:00Z
Director of Finance & Operations
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 225000 - 300000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Director of Finance &amp; Operations | Real Estate, Private Equity | San Francisco; Hybrid | Base + Bonus + Carry</strong></p><p> </p><p>Join a fast-growing real estate investment and development platform focused on <strong>transforming underutilized assets into high-performing properties in supply-constrained markets</strong>. The firm takes a <strong>hands-on, execution-driven approach</strong>, combining <strong>operational discipline, market insight, and creative structuring</strong>.</p><p> </p><p>This is a <strong>high-visibility leadership role</strong> at a scaling platform where finance is central to <strong>strategy, capital formation, and growth</strong>. You’ll partner directly with senior leadership across <strong>finance, treasury, and investments</strong>, with <strong>strong compensation, bonus potential, and long-term upside</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead <strong>financial planning, forecasting, and performance reporting </strong></li><li>Build <strong>cash flow and treasury models </strong></li><li>Support <strong>capital allocation and investment decision-making </strong></li><li>Manage <strong>liquidity, cash management, capital calls, and distributions </strong></li><li>Partner with lenders and internal teams on financing needs</li><li>Support <strong>JVs, fund structures, and co-investments </strong></li><li>Oversee <strong>waterfalls, promotes, and distribution modeling </strong></li><li>Track <strong>portfolio performance and returns (IRR, equity metrics) </strong></li><li>Support fund launches, capital raising, and investor analysis</li><li>Improve <strong>systems, reporting, and finance infrastructure </strong></li><li>Partner with legal, tax, and asset management teams</li><li>Advise leadership on investments and strategic initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-12T00:00:00Z
VP/Director of Finance
  • Oakville, CA
  • onsite
  • Permanent / Full Time
  • 185000 - 200000 USD / Yearly
  • <p>We’re partnering with a <strong>growing, private equity–backed luxury consumer brand portfolio</strong> to add a <strong>Director of Financial Planning &amp; Analysis</strong> to their leadership team.</p><p>This is a highly visible, strategic role reporting to the CFO and leading the company’s FP&amp;A function. You’ll step in as a true business partner, helping drive performance, shape strategy, and support continued growth across a premium, multi-channel business. If you enjoy connecting financial insights to real business decisions and want a seat at the table, this is an opportunity to make a meaningful impact.</p><p><br></p><p><strong>Please call Robyn Rosemon directly for more information: 707.387.0299</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Direct the full budgeting cycle, ensuring assumptions, targets, and timelines are aligned with business objectives across the organization.</p><p>• Prepare rolling forecasts for revenue, operating performance, and liquidity, and refine projections as business conditions change.</p><p>• Produce monthly financial reviews that highlight results, emerging trends, and the main factors influencing performance.</p><p>• Collaborate with leaders across wholesale, direct-to-consumer, e-commerce, and international channels to support informed commercial decisions.</p><p>• Assess margin performance, pricing strategies, and profitability drivers, and recommend actions to improve financial outcomes.</p><p>• Partner with operations, production, and supply chain teams to connect financial plans with inventory needs, demand expectations, and cost trends.</p><p>• Develop financial models to evaluate investments, expansion opportunities, and other strategic initiatives under consideration by leadership.</p><p>• Support executive, board, and lender reporting by delivering clear analysis and materials for recurring and ad hoc business reviews.</p><p>• Strengthen planning capabilities through process improvements, reporting automation, business intelligence tools, and team development.</p>
  • 2026-05-15T00:00:00Z
Head of Finance & Accounting
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 250000 - 350000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Head of Finance &amp; Accounting | Real Estate, Private Equity | San Francisco| Hybrid </strong></p><p> </p><p>A growing private equity real estate investment platform is seeking a senior finance leader to join its high-performing, entrepreneurial team. With a strong track record across acquisitions, development, and value-add investments, the firm offers the opportunity to play a key role in scaling a rapidly growing platform.</p><p> </p><p>This is a highly visible position with broad exposure across fund accounting, investor reporting, treasury, and strategic finance. The role partners closely with ownership and leadership, offering strong influence, long-term growth potential, and a competitive compensation package with bonus upside.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead accounting and financial operations across multiple real estate funds and entities </li><li>Oversee fund accounting, investor reporting, capital calls, distributions, and waterfalls </li><li>Manage audits, tax coordination, cash flow forecasting, and treasury activity </li><li>Partner with investment teams on acquisitions, refinancing, and strategic initiatives </li><li>Improve processes, controls, and reporting infrastructure to support growth </li><li>Mentor internal staff and oversee external accounting and tax partners </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-12T00:00:00Z
VP of Finance
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 200000 - 300000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>VP of Finance | Venture Capital Firm | San Francisco Bay Area | Hybrid | Base + Carry!</strong></p><p> </p><p>Join a fast-growing venture capital firm backing <strong>early-stage, high-growth companies</strong> and partnering closely with founders as they scale. The firm is built by operators and takes a <strong>hands-on, strategic investing approach</strong> within a <strong>collaborative, high-ownership culture</strong>.</p><p>With <strong>strong fundraising momentum, multiple funds, and continued expansion</strong>, this is a chance to join at a key growth stage.</p><p> </p><p>This is a <strong>high-visibility, cross-functional role</strong> working directly with senior leadership across <strong>finance, accounting, and operations</strong>. It goes beyond traditional accounting with exposure to <strong>valuations, fundraising, portfolio strategy, and process/build initiatives</strong>. Offers <strong>flexible remote work, strong benefits, unlimited PTO, and real growth into broader leadership</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with senior leadership on fund finance and operations </li><li>Oversee fund administrator, auditors, and tax providers </li><li>Manage <strong>investor reporting, capital calls, distributions, and valuations </strong></li><li>Support fundraising and new fund launches </li><li>Track portfolio performance and assist with valuation updates </li><li>Improve <strong>systems, workflows, and processes </strong></li><li>Draft investor updates and support key communications </li><li>Assist with select operational and people-related initiatives </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-12T00:00:00Z
VP of Accounting & Finance
  • St. Helena, CA
  • onsite
  • Permanent / Full Time
  • 200000 - 240000 USD / Yearly
  • We are looking for an accomplished finance executive to lead the accounting and financial direction of a growing wine business in St Helena, California. This position serves as the senior leader for finance, guiding fiscal strategy, strengthening operational performance, and delivering insights that support executive decision-making. The role combines high-level planning with day-to-day leadership across accounting, forecasting, cash management, compliance, and process improvement.<br><br>Responsibilities:<br>• Partner with the President and leadership team to shape financial strategy, evaluate growth opportunities, and support pricing and performance decisions.<br>• Direct core accounting functions, including the general ledger, payables, receivables, inventory valuation, costing, and month-end close activities.<br>• Lead budgeting, forecasting, long-range planning, and scenario analysis to help the business make informed strategic choices.<br>• Deliver meaningful financial analysis to teams across operations, sales, marketing, and hospitality to improve business results.<br>• Oversee cash flow planning, liquidity management, and capital deployment to align resources with company priorities.<br>• Maintain a strong control environment by advancing financial policies, governance practices, and risk management processes.<br>• Manage accurate and timely financial reporting while coordinating effectively with external auditors, tax partners, and regulatory bodies.<br>• Ensure adherence to applicable financial regulations and industry compliance requirements relevant to the wine sector.<br>• Review cost structures and profitability across production, vineyard activities, and sales channels to identify efficiency and margin improvement opportunities.<br>• Lead the finance organization, develop team capability, and evaluate financial systems and technology that improve reporting and operational effectiveness.
  • 2026-06-08T00:00:00Z
Strategic Finance Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 180000 - 200000 USD / Yearly
  • <p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
  • 2026-06-12T00:00:00Z
Senior Finance Associate
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 155000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p><br></p><p>Join a successful fast growing early-stage <strong>venture capital </strong>firm. Gain exposure to investing, fund operations, and high-growth startups. The firm invests in <strong>AI, software, fintech, </strong>and infrastructure companies, offering the opportunity to work closely with experienced investors and gain insight into how startups are funded, evaluated, and scaled.</p><p><br></p><p>You&#39;ll <strong>work directly with partners and leadership</strong> across <strong>fund accounting, investor reporting, valuations, portfolio analysis, and strategic initiatives</strong> while gaining exposure to the full venture capital lifecycle. It&#39;s an opportunity to learn the business, take on meaningful responsibility, and grow alongside a rapidly expanding firm.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support capital calls, distributions, waterfalls, and NAV reporting</li><li>Assist with investor reporting, audits, tax coordination, and fund administration</li><li>Support portfolio monitoring, valuation analysis, and investment reporting</li><li>Work with SPVs, co-investment vehicles, SAFEs, and convertible instruments</li><li>Help drive month-end, quarter-end, and year-end close processes</li><li>Improve reporting processes, workflows, and operational efficiency</li><li>Partner with leadership on key finance and operational initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-14T00:00:00Z
Director of Programs
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 150000 USD / Yearly
  • <p>We are looking for an experienced accounting leader to guide core financial operations and strengthen the accuracy, timeliness, and integrity of reporting for our organization in San Francisco, California. This role oversees critical accounting activities, supports audit readiness, and helps build effective close processes and internal controls. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p> </p><p>Responsibilities:</p><ul><li>Oversee and guide department leaders, providing coaching to support growth and performance</li><li>Lead monthly manager meetings, set priorities, and align leadership goals</li><li>Partner with leadership to plan programs, define goals, and track results</li><li>Improve and manage reporting tools, including program and fundraising data in Salesforce</li><li>Promote a positive, team-focused culture through staff events, wellness initiatives, and retreats</li><li>Help develop and enforce internal policies with executive and finance leadership</li><li>Ensure staff follow established procedures and complete required trainings (e.g., mandated reporting)</li><li>Support employee engagement through affinity groups and cross-team collaboration</li><li>Assist with grant writing, reporting, and fundraising efforts</li><li>Represent the organization with partners, stakeholders, and funders</li><li>Act as key contact for school district partnerships and agreements </li><li>Serve as a liaison between leadership and the board of directors</li><li>Coordinate board-related activities including scheduling, agendas, and communications</li><li>Ensure clear communication of programs and initiatives to board members</li></ul>
  • 2026-06-10T00:00:00Z
Sr. Manager, Finance and Analytics
  • Hercules, CA
  • onsite
  • Permanent / Full Time
  • 190000 - 210000 USD / Yearly
  • We are looking for an experienced finance leader to guide strategic planning and analytical decision-making for our organization in Hercules, California. This role will partner across functions to translate complex financial and operational data into actionable insights, strengthen forecasting accuracy, and support business performance. The ideal candidate brings strong modeling capabilities, sound business judgment, and experience working in a biotech environment.<br><br>Responsibilities:<br>• Lead financial planning activities by developing forecasts, budgets, and long-range models that support business objectives and investment decisions.<br>• Analyze business performance through detailed review of financial results, identifying trends, risks, and drivers behind key variances.<br>• Build and refine financial models to evaluate scenarios, resource allocation, and the potential impact of strategic initiatives.<br>• Deliver ad hoc analysis for leadership, turning large and complex datasets into clear recommendations for operational and financial decisions.<br>• Partner with cross-functional stakeholders to improve reporting, align assumptions, and provide financial guidance across departments.<br>• Apply data mining and analytical techniques to uncover insights, improve visibility into performance, and support more informed planning.<br>• Prepare presentations and summary materials for senior leadership that communicate findings, priorities, and opportunities with clarity.<br>• Support valuation and investment analysis through discounted cash flow methods and other finance tools relevant to business planning.
  • 2026-05-20T00:00:00Z
Vice President, Fund Accounting | Elite Growth Equity Platfo
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 300000 - 350000 USD / Yearly
  • <p>If you’ve mastered <strong>private equity fund accounting</strong> and are ready to step into a role with <strong>real influence, visibility, and upside</strong>—this one is worth your attention.</p><p>We’re partnering with a premier growth equity firm with nearly <strong>$4B in committed capital</strong>, investing in founder-led B2B software businesses and helping them scale into category leaders.</p><p>This is <strong>not</strong> a back-office fund accounting seat.</p><p>You’ll sit at the center of the platform—leading fund reporting, partnering cross-functionally with deal teams, tax, compliance, and leadership, while helping shape the future of the finance function as the firm continues to scale.</p><p><br></p><p> <strong>Why This Role Stands Out</strong></p><p>✔️ <strong>$300K–$350K+ total compensation</strong> (base + bonus) <strong>plus carry participation</strong></p><p> ✔️ <strong>100% remote in July &amp; August</strong></p><p> ✔️ Hybrid flexibility (only <strong>2 days onsite</strong>)</p><p> ✔️ <strong>100% healthcare premiums covered</strong> for employees <strong>and families</strong></p><p> ✔️ Covered parking, catered meals, lunch stipends &amp; firm retreats</p><p> ✔️ Opportunity to <strong>build, improve, and scale</strong> the fund accounting infrastructure as new funds are raised</p><p><br></p><p><strong> What You’ll Own</strong></p><ul><li>Lead and mentor the <strong>Fund Accounting team</strong></li><li>Oversee the <strong>full accounting and reporting lifecycle</strong> for investment funds and GP entities</li><li>Manage <strong>capital calls, distributions, management fees, liquidity, and fund cash forecasting</strong></li><li>Drive the <strong>audit and tax process</strong>, including K-1s and tax reporting</li><li>Partner closely with deal teams on <strong>investment closings, fund flows, and reporting</strong></li><li>Improve systems, workflows, and operational efficiency as the platform grows</li><li>Support fundraising and investor reporting initiatives</li></ul><p><br></p>
  • 2026-06-08T00:00:00Z
Financial Analyst
  • San Pablo, CA
  • onsite
  • Temporary / Contract
  • 27 - 32 USD / Hourly
  • We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance detail oriented who enjoys leveraging technology to drive process improvements and deliver actionable insights.    Key Responsibilities:  Analyze financial data and trends to provide actionable insights and recommendations  Develop, maintain, and improve budgeting and forecasting models  Prepare monthly, quarterly, and annual financial reports  Partner with department leaders to develop and monitor budgets  Conduct variance analysis and investigate discrepancies  Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation  Assist with month-end and year-end close activities, ensuring accuracy and compliance  Identify process improvement opportunities and help implement best practices 
  • 2026-06-05T00:00:00Z
Financial Planning & Analysis Manager
  • Sausalito, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 155000 USD / Yearly
  • We are looking for a highly driven Financial Planning &amp; Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
  • 2026-06-08T00:00:00Z
Early Stage VC - Accounting & Finance Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 170000 USD / Yearly
  • <p>Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams</p><p><br></p><p>My client is a boutique early-stage venture capital firm based in San Francisco. They make investments in software, AI, infrastructure, fintech, developer tools, healthcare tech, and crypto/blockchain-related companies. They intentionally stay small with ~15 employees and around $1B+ AUM. Very relationship-driven culture rather than institutional “mega fund” bureaucracy. Their portfolio includes recognizable venture-backed companies, some with <strong>recent very successful exits</strong>.</p><p><br></p><p><strong>The Environment and culture is -</strong></p><ul><li>Kind and values based</li><li>Lean team, will report to Director of Finance (an exceptional person to work with - bright, understanding, a true business partner)</li><li>High ownership</li><li>Fast-moving</li><li>Founder focused</li><li>Significant operational breadth - You will work closely with Partners, Fund Admin, Audit &amp; Tax, LP’s for reporting and portfolio analysis and monitoring.</li></ul><p>They will value someone who can handle:</p><ul><li>Capital calls, Distributions, Waterfall allocations, Management fee calculations, Carried interest tracking, Quarterly NAVs, Financial statement review, GP/LP allocations</li><li>SPVs, SAFEs and convertible notes, Valuation support for illiquid investments, Portfolio company financing events, Crypto/digital asset exposure (possibly), Co-invest vehicles</li><li>Process building, automation mindset, vendor management, audit coordination, and improving reporting workflows are all highly valued.</li></ul><p>Career upsides:</p><ul><li>Exposure to top-tier venture ecosystem</li><li>Direct interaction with partners</li><li>Visibility into startup investing and portfolio construction</li><li>Broader responsibility than at a giant asset manager</li><li>Opportunity to modernize finance infrastructure</li><li>Strong compensation upside as the platform keeps growing</li></ul><p><br></p>
  • 2026-06-01T00:00:00Z
VP of Fund Accounting
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 220000 - 270000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>VP of Fund Accounting | San Francisco | Hybrid; 2 days onsite</strong></p><p> </p><p>Join a <strong>well-established investment firm</strong> with a strong track record of backing high-growth companies. With significant assets under management and a collaborative, hands-on culture, the firm continues to expand across innovative, technology-driven businesses.</p><p><br></p><p>This is a <strong>senior leadership opportunity </strong>within a lean,<strong> high-performing team</strong>. The role offers <strong>strong visibility with senior leadership</strong>, the chance to <strong>shape and scale a key finance function</strong>, and a <strong>flexible hybrid work model</strong>. </p><p><br></p><p>There is a strong focus on <strong>process improvement and modernization</strong>. This role goes beyond maintenance, with an expectation to <strong>improve how things are done and drive change</strong> as the firm scales. A forward-leaning approach to <strong>systems, automation, and AI</strong> is highly valued.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead oversight of the fund accounting function, managing a small team in a review-focused capacity</li><li>Own financial reporting across multiple investment vehicles</li><li>Support GP accounting, including management fee calculations, offsets, and fund lifecycle activity</li><li>Oversee audit and tax coordination with external partners</li><li>Manage capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Drive improvements in systems, reporting, and operational processes</li><li>Support scaling of the function as new funds are raised</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-10T00:00:00Z
Fund Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 150000 USD / Yearly
  • <p><strong>Senior Fund Accountant &amp; Valuations</strong></p><p><br></p><p><strong>Compensation:</strong> $130K – $155K (stretch DOE) + up to 20% bonus + <strong>Phantom Carry</strong></p><p><strong>Location:</strong> Menlo Park, CA (Hybrid – 4 days onsite)</p><p><strong>Perks:</strong> 100% covered healthcare (including dependents), unlimited PTO, 401(k) match, $2,500 HRA, parental leave</p><p><br></p><p><br></p><p>This is where <strong>fund accounting meets investing intelligence</strong>.</p><p>We’re looking for someone who can go beyond the books—someone who understands that <strong>valuation is the heartbeat of venture capital</strong>.</p><p>You’ll sit at the intersection of <strong>finance, investing, and strategy</strong>, working closely with partners and leadership to not only report performance—but <strong>shape how it’s understood</strong>.</p><p><br></p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Valuations (Core Focus)</strong></p><ul><li>Lead <strong>quarterly 820 valuations</strong> across portfolio companies</li><li>Build and analyze models using <strong>venture valuation methodologies</strong></li><li>Identify key assumptions and translate <strong>market + company data into insight</strong></li><li>Present findings directly to <strong>partners, auditors, and valuation committees</strong></li></ul><p><strong>Fund Accounting &amp; Operations</strong></p><ul><li>Support <strong>quarterly close, financials, and partner reporting</strong></li><li>Review <strong>capital calls, distributions, and LP allocations</strong></li><li>Manage <strong>cash planning and fund liquidity</strong></li><li>Partner with auditors and handle <strong>year-end audit processes</strong></li><li>Mentor junior team members and elevate overall team performance</li></ul><p><br></p>
  • 2026-05-31T00:00:00Z
Fund Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 150000 USD / Yearly
  • <p><strong>Ever worked on a fund… but never touched the <em>carry</em>?</strong></p><p><strong></strong></p><p>This is where that changes.</p><p>If you understand <strong>private equity structures</strong> and want to get closer to the economics of the deal—not just the reporting—this role puts you right in the middle of it.</p><p><br></p><p>$110K – $150K + bonus</p><p>Direct exposure to <strong>GP entities, carry, and management company operations</strong></p><p><br></p><p>This isn’t your typical fund accounting seat.</p><p>You’ll be working directly on:</p><ul><li><strong>GP allocations + deal-by-deal carried interest waterfalls</strong></li><li>Tracking <strong>carry, clawbacks, and distributions</strong></li><li>Supporting <strong>management company financials, budgeting, and forecasting</strong></li><li>Owning <strong>GL, intercompany activity, and operational accounting</strong></li><li>Partnering with <strong>CFO, tax advisors, and auditors</strong></li></ul><p><br></p><p>Why this role stands out:</p><ul><li>Real exposure to <strong>how money actually flows in private equity</strong></li><li>Work directly with <strong>GP economics (not just LP reporting)</strong></li><li>Blend of <strong>technical accounting + strategic visibility</strong></li><li>High-impact seat in a <strong>fast-paced investment environment</strong></li></ul><p><br></p>
  • 2026-05-31T00:00:00Z
Fund Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 190000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accountant | Hedge Fund | San Francisco | Hybrid | Strong Comp + Top Perks</strong></p><p> </p><p>Join a leading global private investment firm managing Billions across public and private markets, real estate, and direct investments. With a strong international footprint, this is a high-impact role offering broad exposure across strategies and close collaboration with a top-tier team.</p><p> </p><p>You’ll step into a fast-paced, collaborative environment that values ownership, continuous improvement, and professional growth. The firm offers excellent benefits, including fully covered healthcare, 401(k) profit sharing, generous PTO, and wellness perks like meals and gym access.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare fund and entity financials (audited and unaudited)</li><li>Handle allocations, capital calls, distributions, and performance tracking</li><li>Review portfolio activity, expenses, and reconciliations</li><li>Support investor reporting and work cross-functionally with IR, admins, and auditors</li><li>Assist with valuations alongside investment teams and third parties</li><li>Drive process improvements and system enhancements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-12T00:00:00Z
Senior Fund Controller
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 225000 - 300000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Senior Fund Controller | Private Equity | San Francisco | Hybrid; 2 days onsite | Base + Bonus + Carry</strong></p><p><br></p><p>Join a well-established investment firm with a strong track record backing <strong>high-growth, innovation-driven companies</strong>. With significant assets under management and a <strong>collaborative, hands-on culture</strong>, the firm is continuing to expand across technology and other dynamic sectors.</p><p><br></p><p>This is a <strong>senior leadership role</strong> within a <strong>lean, high-performing team</strong>, offering strong visibility with senior stakeholders, the opportunity to <strong>shape and scale a core finance function</strong>, and a flexible hybrid setup.</p><p><br></p><p>There is a strong focus on <strong>modernization and process improvement</strong>. This is not a maintenance role. You will be expected to <strong>improve how things are done</strong>, introduce efficiencies, and help drive change as the platform scales. A forward-thinking approach to <strong>systems, automation, and emerging tools</strong> is highly valued.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead oversight of fund accounting, managing a small team in a <strong>review-focused capacity</strong></li><li>Own financial reporting across multiple investment vehicles</li><li>Manage GP accounting (fees, offsets, fund lifecycle activity)</li><li>Coordinate <strong>audit and tax processes</strong> with external partners</li><li>Oversee capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Drive <strong>process, systems, and reporting improvements</strong></li><li>Support scaling of the platform as new funds are raised</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-14T00:00:00Z
Senior Accountant – Funds & Financial Operations
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 145000 - 175000 USD / Yearly
  • <p><strong>This is NOT your typical fund accounting role.</strong></p><p>If you’re a fund accountant who enjoys the technical side of accounting—but wants <strong>broader exposure, more strategic impact, and less of the rinse-and-repeat close process</strong>—this could be a seriously compelling opportunity.</p><p>A highly respected investment firm managing <strong>$22B+ in AUM</strong> is looking for a <strong>Senior Accountant – Funds &amp; Financial Operations</strong> to join their collaborative team supporting sophisticated fund-of-funds investment vehicles across <strong>private equity, venture capital, hedge funds, real assets, listed equity, and fixed income.</strong></p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>You won’t be buried in journal entries or stuck in a silo.</p><p>This role is heavily focused on <strong>review, oversight, operational improvements, and risk management</strong>—working closely with third-party administrators while gaining exposure across multiple investment products and strategies.</p><p>You’ll oversee <strong>NAV packages, investor capital statements, audits, compliance filings, expense allocations, and fund operations</strong> tied to a flagship investment platform.</p><p>Translation? <strong>More visibility. Broader exposure. Bigger-picture thinking.</strong></p><p><br></p><p><strong> What You’ll Be Doing</strong></p><p>✔ Review monthly &amp; quarterly fund administrator deliverables and NAV packages</p><p> ✔ Oversee investor capital statements and compliance filings</p><p> ✔ Partner on annual audits and fund operational oversight</p><p> ✔ Manage expense allocations across multiple investment products</p><p> ✔ Support separately managed accounts and investment agreement compliance</p><p> ✔ Gain exposure across a broad mix of alternative investment strategies</p>
  • 2026-06-15T00:00:00Z
Financial Planning &amp; Analysis Manager
  • Emeryville, CA
  • remote
  • Permanent / Full Time
  • 120000 - 140000 USD / Yearly
  • <p>We are looking for a skilled Financial Planning &amp; Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
  • 2026-05-29T00:00:00Z
Assistant Fund Controller
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 190000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Assistant Controller | Real Estate, Private Equity | San Francisco| Hybrid, Very flexible</strong></p><p> </p><p>A well-regarded global real estate investment firm is seeking an Accounting Manager to join its finance team and support fund accounting across a complex investment platform. This role offers strong exposure to day-to-day fund operations, process improvements, and scalable reporting infrastructure within a collaborative, fast-paced environment. Competitive compensation package included.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and corporate accounting across multiple entities</li><li>Oversee quarterly financials, audits, technical accounting, and reporting under GAAP and IFRS</li><li>Manage cash operations, capital activity, debt compliance, and waterfall calculations</li><li>Partner closely with investment, asset management, and investor relations teams</li><li>Oversee outsourced accounting teams and improve processes, controls, and scalability</li><li>Support acquisitions, financings, valuations, and other complex transactions</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-10T00:00:00Z
Senior Financial Analyst
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 60 - 65 USD / Hourly
  • We are looking for a Senior Financial Analyst to join a corporate finance team in San Francisco, California, where you will translate complex financial data into practical insight for business leaders. This Long-term Contract position is suited for a detail-oriented finance specialist who can strengthen forecasting, improve visibility into performance, and support thoughtful decision-making across the organization. The role combines hands-on modeling, consolidated reporting, and close partnership with cross-functional stakeholders in a dynamic SaaS or technology environment.<br><br>Responsibilities:<br>• Consolidate departmental forecasts from teams such as Product, Engineering, Sales, Marketing, and G&amp;A into a cohesive company-wide outlook for leadership review.<br>• Create and refine sophisticated financial models that support scenario analysis related to product launches, pricing strategies, customer expansion, and revenue growth.<br>• Evaluate revenue drivers by reviewing pipeline activity, bookings patterns, and consumption-based performance metrics to improve forecast precision.<br>• Reconcile large-volume datasets and transform detailed financial information into accurate, decision-ready reporting.<br>• Partner with business leaders to explain performance trends, identify risks and opportunities, and guide resource allocation decisions.<br>• Prepare recurring and ad hoc financial analysis that enhances visibility into business results and supports corporate planning efforts.<br>• Contribute to financial stewardship by improving reporting quality, strengthening forecast assumptions, and maintaining analytical consistency across functions.
  • 2026-06-06T00:00:00Z
Fund Accounting Manager - Top PE firm
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 170000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li><li>Mentor and develop junior team members</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-12T00:00:00Z
Fund Accounting & Tax Manager / Assistant Fund Controller |
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 165000 - 200000 USD / Yearly
  • <p>This is <strong>not your typical fund accounting seat</strong>.</p><p>We’re partnering with a <strong>rapidly scaling private markets investment platform</strong> that recently raised <strong>one of the largest inaugural funds in its space — $2.2B+ in commitments, exceeding target</strong> — and is already deploying capital at an impressive pace.</p><p>If you enjoy <strong>complex fund structures, and building alongside a fast-growing platform</strong>, this could be a career-defining opportunity.</p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>✔️ <strong>$165K–$200K base + 20–25% bonus + carry participation</strong></p><p> ✔️ Exposure to a <strong>highly sophisticated, institutional investment platform</strong> backed by major industry players</p><p> ✔️ Work across <strong>fund accounting + tax</strong> (rare combination with real depth)</p><p> ✔️ Be part of a lean, high-caliber team where your work has <strong>visibility and impact</strong></p><p> ✔️ Strong benefits, 401(k), daily meals, and significant long-term growth potential</p><p> ✔️ Opportunity to help build toward the <strong>next fund launch already in motion</strong></p><p><br></p><p><strong> What You’ll Own</strong></p><ul><li>Lead fund accounting, NAV oversight, and financial reporting across alternative investment structures</li><li>Oversee capital calls, distributions, investor reporting, and audit coordination</li><li>Partner closely on <strong>K-1s, partnership tax reporting, and fund-level tax processes</strong></li><li>Work with fund administrators, auditors, and outsourced providers to ensure operational excellence across a complex multi-entity structure</li></ul><p><br></p>
  • 2026-06-08T00:00:00Z
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